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Ardent Roofing · Construction · Prospect engagement

People on this account

    Your Xzito team adds and removes people. Each person has their own login once sign-in is on.

    Your Xzito team

    Growth strategistJ. Rivera
    Growth managerS. Iyer
    EngagementProspect

    Signed in as a demo viewer. Sign-in and per-person access come with the database connection.

    The platform, section by section

    Assessment produces the score. The score produces the action plan. Meetings work the action plan and update the scorecard. Trainings are what you get when a gap is a skill gap.

    1-Page Growth Plan

    • Vision, market and ideal customer
    • Revenue targets for the year
    • Quarterly rocks tied to the plan
    • Every campaign traces back to a target

    Sets targets for → Scorecard, Action Plans

    Assessments

    • 84 items, eight disciplines
    • Live session or client self-assess
    • Notes per discipline
    • History of every assessment

    Produces → Engine Score

    Engine Score· off

    • Total, per discipline, per phase
    • Design / Build / Fuel rollup
    • Gap list by status
    • Change since last assessment

    Feeds → Action Plans, Scorecard

    Scorecard· off

    • The KPIs, not the assessment score
    • Entered monthly or pulled from source
    • Target vs actual, month over month
    • Notes: what moved it up or down

    Reviewed in → Meetings

    Action Plans· off

    • Goals pulled from unchecked items
    • Owner, due date, discipline
    • Status: not started / running / done
    • What moved the score, and what did not

    Worked in → Meetings

    Meetings· off

    • Annual, quarterly, monthly, weekly
    • Standing agenda per cadence
    • Decisions and notes captured
    • New actions created in the meeting

    Writes back → Action Plans, Scorecard

    Trainings· off

    • Lessons mapped to the 84 items
    • Recorded sessions and on-demand
    • Assigned to a person, tracked to done
    • Suggested by the gaps in the score

    Assigned from → Action Plans

    Quick Links· off

    • Your own tools: CRM, analytics, ads
    • Brand guide, voice guide, AI brain
    • Shared drives and project boards
    • Opens in a new tab

    Maintained by → your Xzito team

    Growth Tools· off

    • Assessments, calculators, templates, AI prompts
    • Published by Xzito, to you or everyone
    • Request a tool any time

    Suggested by → the diagnostic